Going the extra mile, just for you
It’s our aim to make life as easy as possible for you. That’s why we’ve teamed up with industry-leading providers to offer a range of extra, high quality services. Between us, we can meet most of your financial planning and house-moving needs. All of the following services will be referred to a third party.
You and your family will have peace of mind – and there’ll be no family feuds or expensive legal wrangling over your money and other possessions after your death. Your will-writer can also offer advice on how to minimise Inheritance Tax (IHT) if this applies to your estate.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
The trustee is the person or organisation you’ll appoint to manage the trust. The beneficiary is the person who’ll receive the money or other assets put into the trust.
Your adviser will draw up a trust deed setting out exactly what’s included in the trust, who will manage and benefit from it, and when this will happen. This might be before or after your death, depending on the nature of the trust. In some cases, you can benefit from the trust yourself, but there are complex tax rules around this.
They’ll find the right deal for your property type, family needs and consumption levels, and set everything up on your behalf. It’s a simple way to save money and make life easier.
We can also put you in touch with people who can broker you a fantastic deal for other services, too, including mobile phone, landline and broadband contracts. They often have access to exclusive deals that aren’t available elsewhere, especially when you place multiple services with a single provider.
We work with leading conveyancers in the south of England who we know will charge you a fair price and give you the service you deserve.
And if you need a solicitor for any other reason, we can put you in touch with the right people – from business mediators to family lawyers. Just ask us and we’ll be pleased to help.
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We understand that everyone has different preferences– for example, you might want the estate agent to handle viewings for you or be happy to do this yourself. We work with several leading companies who can put together a tailored package that meets your needs and fits with your budget.
Pensions and investments
This is especially important if you don’t have a pension, or want to review your current arrangements, of if you’ve had an inheritance or other windfall that needs to be properly invested.
Our trusted financial advice partners will be able to help. Trained and qualified, they’re also highly experienced and have helped dozens of our clients make the right choices for planning their retirement and investing their assets. They can even visit you at home to discuss your requirements before explaining your pension and investment options in detail.
Will Writing, Trusts and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.